Waverton Investment Management
Jim Mackie is an experienced finance professional with a robust background in portfolio management and investment strategies. Currently a Portfolio Manager at Waverton Investment Management since May 2019, Jim has previously served as Investment Director at Brooks Macdonald from October 2014 to January 2019, focusing on Managed Portfolios and Fund of Funds offerings. Prior to that, Jim held the position of Investment Manager at Vestra Wealth from June 2008 to September 2014, managing discretionary and advisory portfolios for various clients. Additional roles include Investment Manager at Cheviot Asset Management and Associate Director at UBS Wealth Management. Jim began a career in finance as an Investment Assistant at HSBC Investment Management. Jim holds a degree in Technology Management from Oxford Brookes University.
Waverton Investment Management
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Waverton is an award-winning investment management house dedicated to creating high-quality investment solutions and providing bespoke, personal service for private clients, charities, financial advisers and institutions. Our focus is on generating attractive real returns for our clients over the long term, using an active, flexible approach through segregated portfolios or specialist funds. We attach huge importance to investing in what we believe to be the best ideas worldwide, be that in stocks, funds, fixed interest or alternative asset classes. All our decisions are based on rigorous in-house analysis and our research team conducts around 1,000 company meetings a year, both in the UK and overseas. Environmental, social and governance (ESG) principles are embedded throughout our investment process and we actively engage with company management, voting on our largest shareholdings to encourage positive change.